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Formulas in Custom FormsExpand / Collapse
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Posted 10/21/2005 8:04:22 AM


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I'm trying to use mergecodes in a formula. The formula I'm using looks something like this:

{= <<pnt_753>>+<<pnt_754>>+<<pnt_755>>}

This works fine and displays the sum of those 3 fields, however when I'm editing the custom form it displays:

!Syntax Error, <

I'm wondering if there is a problem with my formula. Obviously not a bad enough problem to stop it from working but enough to get that error. I'm guessing that it's because there isn't any data being put into the formula in edit mode so it's screwing up the syntax. Anyone have any suggestions for using formulas like that?

Post #1030
Posted 11/17/2005 1:32:43 PM
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Just curious, what are you using the formulas for?  I might be interested in using them.

Thanks!

Post #1225
Posted 11/18/2005 8:25:29 AM


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I'm using them for figuring late charges and stuff like that. I'll take the monthly payment and add 5% or whatever. I'm only doing simple formulas like that. I haven't figured out if you can do IF statements or anything like that.
Post #1230
Posted 11/18/2005 9:30:22 AM


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You can do IF statements in Custom Docs, but it is tricky. I found that it is best to create at "test" document and try my IF statements on it to make sure that it is working, then just copy and paste the formulas into the documents I need them in. This also gives you a place to store formulas that you use on a regular basis instead of having to remember how you got the formula to work.

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Post #1232
Posted 11/21/2005 8:30:53 AM


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One of the most powerful things you can do is to embed a VBA that executes when the data is loaded. It gives you a tremendous amount of control and you can even merge data from other places. Complex calculations can be performed and debugged. You can even call dll's or assemblies. We use this method in one of our commercial products.

- Mike
mike@mtig.biz
Post #1244
Posted 11/22/2005 8:19:06 AM


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I guess I don't understand how do I get the data from Point into VBA? Or how do I manipulate Point data with VBA? I know how to use VBA, but I don't understand how I get, let's say the loan amount, into VBA and adding 1000. When I'm writing the VBA code, can I put a merge field in there or do I get it in there some other way?

Of course I don't need to add 1000 to loan amount, but just as an example.

Post #1262
Posted 11/22/2005 9:33:54 AM
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I am a very new user of Custom Forms. I'm trying to make a simple formula that calculates the total number of points the borrower is paying. Based on what I'm reading, I think I would enter the following on my custom form (to include the parenthesis):

{=<<pnt_965>>+<<pnt_967>>+<<pnt_969>>}

However, this doesn't compute the values for me.

Does anyone see my mistake?  Thanks in advance!

Leo
lodonnell@libertymortgage.net

Post #1264
Posted 11/22/2005 7:43:50 PM


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There are several ways to get the information out of Point. The most common would be to use the merge data. You can actually read the source file if you want or you can read the merge information directly. Another method I use is to pass the original Point file name in an invisible field then read the Point file directly. That way, I have access to any and all data in the Point file. I can also update the Point file if I need to (such as indicating that a welcome letter was sent on a certain date or that a disclosure package was sent).

As far as referencing the actual data in the merge fields, the most effective way I know if is to open the source and read it. Unfortunately, Autoword seems to remove the merge file before you can access it. It places the merged Point file into the Winpoint\Work directory so you can read the info from there. The other thing you could do is set up your original file with bookmarks at each field insertion. Your VBA program can go to those bookmarks and read/parse the text.

If you prefer to read the Point file, there are several posts that describe how to parse the Point file or you can purchase a commercial utility (www.mtig.biz/pxd.htm)

- Mike
mike@mtig.biz

Post #1270
Posted 11/22/2005 7:49:45 PM


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Leo:

The best way to do this is to set up a table and put the data into the cells. The bottom cell should be a formula using the SUM operation (i.e., SUM(ABOVE)). The only problem I have encountered is this doesn't always recalculate after the merge is completed.

The other way is to write a macro that executes on load that inserts this formula into the table cell you want.

Other methods include reading the Point file directly or reading/parsing the text in the table and doing the addition yourself in a VBA macro.

- Mike
mike@mtig.biz

Post #1271